Mark Moss watches four things as an investor: Federal Reserve actions, bond markets, global liquidity, and Bitcoin's cycle signals. He expects a prolonged market uptrend driven by money printing, and bets on gold and Bitcoin as the assets that thrive when currencies debase. Everything else is noise.
So what I'm looking for are things that confirm my thesis up until that timeframe. My thesis is that I believe that death and taxes are inevitable, and so is money printing. I don't see a big crash coming. I think we continue going up higher and longer. Not every asset. I think there's certain assets that will work better in that environment. Debasement assets, gold and Bitcoin being 2 of those. And I like Bitcoin specifically, but the problem with Bitcoin is that it's highly volatile. So I have to understand the cycles. So that's my thesis. That's my time frame and that's an asset. And so I'm looking for information specifically that fits within that. What's the Fed doing? What's the bond market doing? What's the global liquidity markets doing? What's Bitcoin cycle like? What are the indicators? So that will give me what I want. Anything else, I don't need to be paying attention to it.
